Free resources
Every one of these came out of a real decision in my shop. Take what’s useful. They’re free.
Revenue risk
1-page self-audit
The 3 Layers of Revenue Resilience
Test your forecast for concentration, coverage and velocity, and see where you’re most exposed.
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1-page worksheet
The Dependency Test
2 numbers that show whether this year’s growth will hold. About 15 minutes each. Run them before your next board meeting.
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1-page worksheet
The Doubling Test
4 questions to run before your next six- or seven-figure ask: if the donor doubled the gift, could you put it to work?
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1-page prompt sheet
The Plan Pressure-Test
5 AI prompts I run on any development plan before I call it final.
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Systems and metrics
6-page guide
Chief Fundraiser OS: 13 Systems at a Glance
All 13 systems in one place. Scan the constraint for each one and start with the system that makes you pause.
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20-minute self-diagnostic
Find the System That’s Capping Your Operation
Name the one constraint limiting your operation, and see what to do about it first.
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1-page framework
The Development KPI Framework
4 metrics that follow a donor from first identification to retained partnership, so you can see system health before revenue shows it.
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5-page worksheet
Constrained Generative Thinking
For the metric that won’t move. Name it, build a constraint and get to 20 ideas.
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Board and CEO
4-page template
The Board Activation Brief
A fill-in brief that gives a board member everything they need to send the introduction email.
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1-page template
The Opportunity Register
A log for ideas that land mid-quarter. Keep it between you and your CEO, and review it at quarterly planning.
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